IFA Technical Advisory – L4 Financial Planning Knowledge required | Manchester

Compliance Recruitment Solutions; Manchester; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Technical Helpdesk & Support manager in Manchester. This hybrid role involves advising on financial planning sales, improving written support, and attending industry events. The ideal candidate will have Level 4 qualifications and experience in compliance or financial services. Competitive salary between £50K - £60K with excellent benefits.

Benefits

Benefits including 80% WFH

Qualifications

• Must be Level 4 qualified; willing to study for Level 6.
• Good knowledge across investments, pensions, saving, tax, and/or trust issues.
• Experience as Compliance professional, IFA Salesperson, or Paraplanner preferred.

Responsibilities

• Advise IFAs and colleagues on financial planning sales.
• Assist in improving the firm's written support in relevant areas.
• Attend industry events to promote company services.
• Handle ad hoc projects as required.

Skills

Level 4 qualification

Knowledge of investments, pensions, saving, tax, trust issues

Communication skills

Education

Level 4 qualification

Job description

IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)

Ref: 4119D2

£50K -£60K + Benefits 80% WFH (Manchester Area)

Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk & Support manager. Duties will include:

• Advising IFAs and colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
• Assisting in improving firm’s written support in these areas
• Attending industry events to help promote the company’s services
• Ad hoc projects as required

You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax &/or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such.

Excellent opportunity for permanent employment with well respected & progressive firm. NB the role is hybrid in Manchester (1d office; 4d pw WFH).

So, if that sounds like you, then please send your details to our MD, David Symes FCA, at mailto:[e-mail]. (including home address or post code & a contact no) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).

Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role.

The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.